Simple, Easy-to-Use Client Contact Management Tool
Updated April 27, 2021
Simple, Easy-to-Use Client Contact Management Tool
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Close
Close is used exclusively by our intake department for managing our client leads. Our intake department uses it to manage contacts, send bulk emails to potential leads, and take notes regarding their interactions with the potential leads. It organizes and simplifies our communication workflow since the process is all centralized.
- Organize all contacts with potential leads.
- Bulk email to simplify communication process.
- Difficult to understand and build search queries.
- Positive impact on our turnaround time to responding to leads and engaging them.
- More clients engaged.
I have not used any alternatives. This was selected based on ease of use, necessary functionality to address our needs, and affordability.